To gain access to your Power BI templates you will need to perform a two part installation:

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1. PBI Essentials – Sales

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App that must be installed in your Microsoft Dynamics 365 Business Central instance in the cloud. The data connector will create the necessary queries that will be used as a data source for the reports in Power BI.

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It acts as an connecting layer between the data in your Dynamics 365 Business Central and Power BI.

In order to install this app you will need to have access to Dynamics 365 Business Central v.15 Essentials and/or Premium editions.​​​

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Access the step-by-step instructions of the installation from the link below:

Download Power BI Essentials - Sales Description​​

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2. PBI Essentials – Sales Template

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App that must be installed in your Power BI Service instance.

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The Power BI app will give you access to advanced Sales visualizations, like Yearly Report, Sales Analysis, Product Analysis, and Sales Analysis by Item.

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Once installed there are two main options:

Explore App - Review the reports while being connected to our sample data. That will give you a sense of how the reports are created, what measurements and visualizations we used, how the filters work

Connect – With the help of a wizard you will be able to connect the reports to your own data (provided you have already installed the PBI Essentials – Sales in your Dynamics 365 Business Central instance – see step 1)

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Prerequisites for this installation:

Power BI Pro or Power BI Premium per User or Power BI Premium

‘PBI Essentials – Sales’ app installed in your Microsoft Dynamics 365 Business Central instance – see step 1

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Access and install the Power BI app from the link below:

​​Download Power BI Essentials - Sales Template Description

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Access the step-by-step instructions of the installation from the link below:

Download Power BI Essentials - Sales Template on Microsoft AppSource

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